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A Guide to User Acceptance Testing (UAT)

Salesforce is not like every other CRM. Many attributes and language are somewhat unique to the stage and are not applicable when analysing other client relationship management tools.

If Salesforce user acceptance testing is so distinct, where does your staff begin?

Inside This Salesforce UAT manual, we'll go over a few of their most pressing questions, including:

  • Who should be involved in the Salesforce UAT testing procedure?
  • What's the distinction between Salesforce UAT and functional testing?
  • What kinds of Salesforce UAT testing should your staff expect to do?

User Acceptance Testing (UAT) is the process of the end-user or clients testing a software program to verify whether or not the system is ready to be deployed to the production environment. UAT, which is also called beta or end-user testing, is the final phase of testing during the growth cycle, also takes place when the software is supported inside the Dev and QA environments.




This type of testing occurs in another testing environment and contains data that's comparable to what will probably be residing in production. Since the central intention of UAT is to affirm that the software can support all business requirements, end-users that are knowledgeable about the business needs of this program are vital for analysing. Note that User Acceptance Testing does not examine for design errors, typos or system functionality.

What is Salesforce UAT?

Salesforce UAT is the practice of confirming or denying that a desired version of the CRM meets the business requirements which are required before deploying Salesforce. UAT should always be contained within your Salesforce test plan so that end-users and/or customers have the chance to explore the CRM from a business perspective within the Salesforce UAT sandbox.

Who Should Be Involved in UAT?

Surprisingly, Salesforce UAT requires more individuals beyond testers. Listed below are the various roles across departments that are necessary to get Salesforce UAT sandbox testing to be prosperous.

When end users aren't accessible, Salesforce user acceptance testing can also be performed by those with extensive domain knowledge and familiarity with company requirements for Salesforce.

Project Manager

This role serves as the owner of the Salesforce UAT sandbox. The project manager (PM) manages the procedure, determines the upcoming steps for development cycles, and owns any final decisions. PMs frequently serve as the connection between testers and business owners by keeping everyone updated on the status of evaluations.

Business Owner

Also known as the project sponsor, this role is responsible for sustaining the project's requirements and ensuring that the Salesforce evaluation plan supports these aims during Salesforce UAT. Company owners weigh in the online decision-making process when defects are present and own responsibility for any approved change control products, such as handling required funding and additional blessings. After documentation is received, the software development team may review the matter and work towards a resolution in order for UAT is Salesforce compliant for your manufacturing environment.

QA Team Project Management Worksheet UAT vs Functional Testing

While both Salesforce UAT and operational testing focus on the functionality of a program, there are distinct differences between both of these different types of Salesforce CRM testing procedures.

In Salesforce user acceptance testing, testers follow a set of test steps to confirm if specific requirements perform as anticipated for the end-user. When it comes to UAT, testers assess if Salesforce (or instead, the sandbox case of Salesforce) is able to support the essential business needs if deployed to the production environment.

Functional testing, by comparison, tests particular functionality requirements and technical specifications of the program. Because these test cases are not user-focused, a Salesforce test program can receive passing outcomes during functional testing but fail throughout Salesforce UAT testing if the software application doesn't function as anticipated for your user.



Different types of UAT Testing:

Here are the types of user acceptance tests you should expect to run when executing Salesforce.

Black Box Testing

During this kind of software testing, Trainers are unaware of the internal arrangement, implementation, or design of the software program. In other words, testers are only aware of the needs to be fulfilled within the UAT and do not have any behind-the-scenes info before or during testing.

Alpha Testing

This type of software testing executes test cases early inside the development cycle to detect any flaws or bugs before end-user testing within the Salesforce UAT environment. Alpha testing is performed by internal testers, maybe not end-users or clients, within the development environment.

Beta Testing

Also called field testing, beta testing allows end-users to extensively test the software application within a safe testing environment and provide feedback on the best way to improve the program merchandise. Test cases for this kind of software testing are executed within the Salesforce UAT environment and occur towards the end of the development cycle.

Operational Testing

This kind of software testing makes sure that proper workflows are in place so that the software application can function correctly. Operational testing affirms that there are workflows in place for security checks, user training, backup plans, and maintenance processes.

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